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Leader Capital

Leader Capital Parent Rating

Average

Leader Capital's track record as a steward is mixed, leading to an Average Parent Pillar rating.

Leader Capital's longest-tenured portfolio management is worth mentioning, which boasts 16 years of average tenure. In general, seasoned teams tend to have more experience in both up and down markets. The firm's lineup has been durable. It has had a five-year risk-adjusted success ratio of 60%, meaning that of the strategies with a five-year track record, 60% have both survived and beaten their respective category median on a risk-adjusted basis. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. Leader Capital open-end and exchange-traded products are priced, on average, among the most expensive quintile of similarly distributed strategies. This higher expense profile of its funds creates a larger performance hurdle and contributes negatively to Leader Capital's rating.

Leader Capital Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

687.51 Mil

Investment Flows (TTM)

457.94 Mil

Asset Growth Rate (TTM)

221.70%

# of Share Classes

5

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